Waypoint Wealth Counsel’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$522K Sell
818
-1,803
-69% -$877K 0.33% 54
2026
Q1
$709K Sell
2,621
-275
-9% -$71.8K 0.37% 47
2025
Q4
$499K Buy
2,896
+390
+16% +$59.1K 0.18% 108
2025
Q3
$301K Buy
+2,506
New +$205K 0.12% 170

Other funds holding WDC

Waypoint Wealth Counsel's WDC Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Western Digital (WDC) stake by 69% in Q2 2026, selling an estimated $877K and leaving 818 shares worth $522K. The position accounts for 0.33% of the portfolio, ranked #54.

Waypoint Wealth Counsel first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. The position peaked at $709K in Q1 2026. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Waypoint Wealth Counsel held 818 shares of Western Digital worth $522K as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,803 Western Digital shares in Q2 2026, an estimated $877K.
  • Western Digital made up 0.33% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #54 holding.
  • Waypoint Wealth Counsel first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Western Digital position peaked at $709K in Q1 2026.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.